Tata Short Term Bond Fund vs HDFC Short Term Debt Fund compare
HDFC Short Term Debt Fund - Growth Option
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹17622 Cr | ₹3305 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2010 | 09 Aug 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund BII Index | CRISIL Short Duration Fund AII Index |
| Turn Over | 9.03% | 0.0% |
| Expense Ratio | 0.74 | 1.19 |
| Manager | Anil Bamboli | Murthy Nagarajan |
| ISIN Code | INF179K01CU6 | INF277K01972 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.63% | 0.45% |
| 6 Month | 3.38% | 2.51% |
| 1 Year | 8.27% | 7.3% |
| 3 Year | 7.96% | 7.16% |
| 5 Year | 6.21% | 5.31% |
SIP Return Analysis
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.49% | 1.14% |
| 1 Year | 7.7% | 6.39% |
| 3 Year | 8.1% | 7.14% |
| 5 Year | 7.24% | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 8.5% | 7.25% |
| 3 Year | 8.18% | 7% |
| 5 Year | 8.26% | 7.64% |
Risk Management
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.90% | 1.05% |
| Sharp | 1.28% | 0.39% |
| Beta | 1.26% | 1.38% |
| Alpha | -0.16% | -1.02% |
Fund Managers
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Anil Bamboli | Murthy Nagarajan |
| Total AUM | ₹135442 Cr | ₹18015 Cr |
| Funds Managed | 12 | 11 |
| HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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